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Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,158 | $102,696-50.2% | $86,235-40.7% | $139,487-63.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.37% | 1925.91%-1911.5pp | 1170.03%-1155.7pp | 373.84%-359.5pp |
| Employer contribution / active EE | $2,191 | $3,034-27.8% | $2,381-8.0% | $4,755-53.9% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $201 | $8,667-97.7% | $6,856-97.1% | $11,407-98.2% |